AWA
PSIX

Arete Wealth Advisors’s Power Solutions International PSIX Stock Holding History

Arete Wealth Advisors’s Portfolio PSIX Stock Details PSIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,745
Closed -$307K – 828
2025
Q2 		$307K Buy
+4,745
New +$176K 0.02% 551

Other funds holding PSIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arete Wealth Advisors's PSIX Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Power Solutions International (PSIX) in Q3 2025, closing a stake of 4,745 shares — an estimated $307K sold.

Arete Wealth Advisors first reported a position in PSIX in Q2 2025 and held it in 1 quarter. The position peaked at $307K in Q2 2025. 203 funds tracked by Wall St. Rank hold PSIX as of Q3 2025.

  • Arete Wealth Advisors reported no remaining Power Solutions International position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,745 Power Solutions International shares in Q3 2025, an estimated $307K.
  • Arete Wealth Advisors first reported a position in Power Solutions International in Q2 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Power Solutions International position peaked at $307K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held Power Solutions International as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.